Utility Trade Group Success Story
About the company
Utility Trade Group provide services that assist businesses with their energy needs, providing consultation to switch to greener energy suppliers and assistance with hitting carbon neutral targets.
The problem
Adopting a CRM was the first piece of the puzzle for Utility Trade Group. The company had looked at many options having previously used spreadsheets.
It settled on the Community version of SugarCRM’s suite, but quickly became clear that it wasn’t enough to satisfy their ambitions.
Managing Director Ed decided to work with a partner to introduce the features that they needed, but the previous partner struggled to maximise the system’s potential for Utility Trade Group. So he turned to enable to provide the business with the solution it needed.
The Solution
Working on its Sugar system with our projects team, enable identified that Utility Trade Group’s struggle to evolve its processes and portfolio were largely attributed to the version of Sugar it was working on. That version was divested, and no longer updated by SugarCRM.
After scoping the requirements for the business and discovering what ways the system could work for Utility Trade Group, enable developed a platform based on the Sugar Sell product that produced immediate results.
Extensive reporting functions implemented for every role means everyone, from sales and admin, to directors and more, can visualise their performance and discover the areas of the business that are thriving or need attention. The system is ever-changing with evolving business needs, and we continue to work together to fulfil Utility Trade Group’s ambition.
The enable.services Impact
With a platform that needs consistent time and attention to adapt to business needs, enable acts as the guide for all things CRM for Utility Trade Group. Projects for the business continue and tweaks are made consistently with the help of enable to produce the results needed for a healthy, growing company in a fiercely competitive industry.
Watch the full success story
Watch our interviews with Ed and Millie, Managing Director and Sales Operations Manager respectively at Utility Trade Group.
